PC

Polar Capital Portfolio holdings

AUM $13.5B
1-Year Est. Return 55.85%
This Quarter Est. Return
1 Year Est. Return
+55.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.56B
AUM Growth
+$654M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$58.8M
2
+$55.9M
3
+$54.7M
4
WFC icon
Wells Fargo
WFC
+$51M
5
KEX icon
Kirby Corp
KEX
+$49.4M

Top Sells

1
+$58M
2
+$42.2M
3
+$34.1M
4
TEL icon
TE Connectivity
TEL
+$25.2M
5
CRUS icon
Cirrus Logic
CRUS
+$25M

Sector Composition

1 Financials 24.54%
2 Healthcare 22.48%
3 Technology 21.11%
4 Communication Services 11.11%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.75M 0.07%
+222,957
177
$4.65M 0.07%
269,379
+123,000
178
$4.61M 0.07%
107,056
+9,019
179
$4.56M 0.07%
16,412
+1,211
180
$4.47M 0.07%
+863,162
181
$4.44M 0.07%
114,968
+37,672
182
$4.4M 0.07%
115,000
183
$4.18M 0.06%
57,278
-4,255
184
$4.1M 0.06%
25,000
+23,250
185
$3.97M 0.06%
200,000
+15,000
186
$3.96M 0.06%
35,000
+1,500
187
$3.94M 0.06%
299,455
188
$3.85M 0.06%
25,000
-9,000
189
$3.7M 0.06%
64,478
-35,546
190
$3.67M 0.06%
20,500
191
$3.66M 0.05%
100,000
+40,000
192
$3.55M 0.05%
+1,165,212
193
$3.48M 0.05%
41,779
-10,000
194
$3.41M 0.05%
+100,000
195
$3.4M 0.05%
160,400
-1,165,992
196
$3.35M 0.05%
+68,573
197
$3.34M 0.05%
65,423
+35,600
198
$3.32M 0.05%
364,618
-1,306,359
199
$3.25M 0.05%
150,000
-15,000
200
$3.23M 0.05%
+216,100
6 7
8
9 10